Chirag Bafna
Founder & CEO @ CB Investments | Empowering Financial Growth through Insurance Solutions & Wealth Planning | Your Trusted Partner in Securing Financial Futures
- Role
- Founder & CEO at Cb Investment
- Location
- Indore, IN
- LinkedIn followers
- 500 followers
About Chirag Bafna
Hi, I’m Chirag Bafna, a CA Final and MBA professional with a strong foundation in finance…
Experience
Founder & CEO
Feb 2016 — Present · Indore, IN
Lead and manage CB Investment, focusing on delivering exceptional financial solutions to clients- Offer services in mutual funds, providing personalized investment strategies aligned with individual risk profiles and financial goals- Provide term insurance plans to ensure families are financially secure in the face of uncertainties- Deliver health insurance solutions designed to safeguard health and well-being affordably- Prioritize a customer-centric approach, ensuring tailored financial strategies to meet unique client needs- Focus on simplifying financial planning while enabling clients to build long-term wealth and security.
Education
The Institute of Chartered Accountants of India
CA Final, MBA , Tax Consultant, AMFI Certified IFA(Independent Fund Advisor), BSE's Certified (BCSM)
2007
Skills
- Bse Certification in Securities Market
- Accounting
- Finance
- Corporate Finance
- Internal Controls
- Auditing
- Internal Audit
- Amfi Certified
- Tax
- Mutual Funds
- Microsoft Excel
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